Your Retirement With Sam Duell

Luke and Lake point out some things missed by a hypothetical retiring couple and stress the importance of considering all components of retirement such as your expenses, proper diversification, maximizing Social Security, and preparing for healthcare costs.  They also define proper and comprehensive estate planning.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Luke Van Able and Lake La Chapelle compare Halloween candies to proper retirement planning in looking at proper diversification, having multiple income streams, the necessity of long term planning, and balancing risks and reward.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Sam and Luke look at the considerations necessary to make sure you are ready for retirement.   This includes building a retirement budget, maximizing savings, and adjusting your investments.  Then they connect love language to retirement strategies such as setting clear goals, being proactive, and enjoying quality time in your retirement.

 Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Sam and Luke compare the seasons of the year to proper financial planning.  They also speak to strategies that should be considered by Generation X, the oldest of which are now in the financial red zone.  Finally, they warn of retirement traps to avoid.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Sam, Andi, and Luke cover the emotions of retirement planning and how to rein them in and harness their power.  They also look at fourth quarter strategies and offer tips on maximizing your savings in the financial red zone.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Sam and Luke cover some recent financial articles and tie them in to retirement planning.  Tbey discuss the “retirement disconnect” and the future tax dangers in retirement vehicles as well as concerns of retirees.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Like the last podcast looking at the economies of past Presidents, Sam, Andi, and Luke go back further with retirement lessons that can be learned from Kings of the past.  Then they jump into big hits from the 80s and how they can offer retirement lessons.  They conclude with a critical retirement checklist.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Sam, Andi, and Luke cover the economies of Presidents from Jimmy Carter through Joe Biden with an emphasis on the importance of protecting your portfolio no matter the economic climate.  They also discuss mistakes to avoid in retirement planning such as living beyond your means, not saving consistently, and not having a budget.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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Sam, Andi, and Luke cover some missteps to avoid on your journey to retirement.  They include waiting too long to start planning, not eliminating debt, not having a budget, and deferring taxes too long.  They also discuss the advantages of working with a retirement focused professional in structuring a customized plan.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.

Sam and Luke cover what should be considered when you are five years away from retirement.  This includes having a complete financial review done and formulating strategies for any debt, for healthcare needs, Social Security, retirement goals, and how you will retire.  They also take a deep dive into estate planning and everything that comes under that umbrella.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

See omnystudio.com/listener for privacy information.